MWM
MGB Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
25,811
-11,104
| -30% | -$398K | 0.3% | 81 |
|
|
2025
Q1 | $1.22M | Hold |
36,915
| – | – | 0.44% | 60 |
|
|
2024
Q4 | $1.28M | Sell |
36,915
-7,000
| -16% | -$242K | 0.4% | 51 |
|
|
2024
Q3 | $1.51M | Hold |
43,915
| – | – | 0.55% | 42 |
|
|
2024
Q2 | $1.45M | Hold |
43,915
| – | – | 0.54% | 46 |
|
|
2024
Q1 | $1.4M | Hold |
43,915
| – | – | 0.57% | 45 |
|
|
2023
Q4 | $1.29M | Buy |
+43,915
| New | +$1.29M | 0.65% | 43 |
|